Roffman Miller Associates Inc Portfolio Holdings

Roffman Miller Associates Inc

  • $1.79 Billion
  • Q3 2025

Roffman Miller Associates Inc has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.79 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $129M, Apple Inc. with a value of $115M, Alphabet Inc. with a value of $100M, Jpmorgan Chase & CO with a value of $79.1M, and Amphenol Corp with a value of $60.9M.

Examining the 13F form we can see an increase of $117M in the current position value, from $1.67B to 1.79B.

Roffman Miller Associates Inc is based out at Philadelphia, PA

Below you can find more details about Roffman Miller Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.79 Billion
Technology: $469 Million
Financial Services: $309 Million
Industrials: $230 Million
Consumer Cyclical: $188 Million
Healthcare: $174 Million
Communication Services: $163 Million
Consumer Defensive: $120 Million
Basic Materials: $66.5 Million
Other: $69.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.53B
$21.1 Million 1.18% of portfolio
303,073
Q3 2025 Reduced 3.11%
$7.02B
$9.16 Million 0.51% of portfolio
275,546
Q3 2025 Added 11.68%
$3.77B
$2.25 Million 0.13% of portfolio
66,767
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $1.79 Billion
  • Prior Value $1.67 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Roffman Miller Associates Inc Portfolio

Follow Roffman Miller Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roffman Miller Associates Inc , based on Form 13F filings with the SEC.

News

Stay updated on Roffman Miller Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email